It's No Secret
Catherine Emerson & Christine Jensen
Podcast
Episodes
Listen, download, subscribe
51. Part 1: Creating a Financial Plan
Our podcast is all about having real, honest conversations about money. We believe that talking openly about our personal finances is the first step to building a better financial future for ourselves and our community. That's why this week and next, we're bringing you a two-part financial planning series in collaboration with Lighthouse Financial. Christine and her partner Ollie are put in the hot seat as Wealth Director & Financial Adviser, James Blair, takes them through a financial plan together. This episode in particular is likened to a first adviser-client meeting, where James understands Christine & Ollie’s financial goals, ambitions and intended direction. More specifically, they chat about: Christine & Ollie’s short, medium and long-term financial goalsThe lay of the land - where are they currently sitting financiallyHow much they’re saving on a fortnightly basis, and what they’re doing with itHow their investment portfolio is split between assetsKnowing when to consider investing in property or notHow a financial plan works, including the next stepsIf you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend. SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify Follow us for fun chat & financial tidbits on IG: @itsnosecretnz Got questions? Get in touch: www.itsnosecret.co.nz
It's No Secret RSS Feed
